Here is an engaging and timely interview with Clayton Daniel of XY Adviser on how advisers can better help clients with mental health problems. We also proposed some ideas for how to create more cross-pollination of ideas between our mutual professions.
Money Myth: Financial advisors are experts at giving advice. Season 4, Episode 67
A financial advisor can save you time and help you remain disciplined about reaching your financial goals. But are they an expert at giving advice? And should you always follow their recommendations? Listen in as Kathleen and Moira discuss the human side of finance and how advisors may need a little more training to become proficient in advice giving.
Index Fund Advisors Show 307
Research into couples and their personal finances consistently shows that it’s mainly men who make investment decisions. But women tend to have a different attitude towards investing, and when they are involved, they often make better choices.